+59.7%
GDXJ vs DG
+23.4%
+36.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.7% |
| 7D | +0.2% | +8.4% | -8.2% | -1.3% |
| 30D | +17.9% | +4.9% | +12.9% | +16.8% |
| 3M | +15.3% | +29.3% | -14.0% | +8.3% |
| 6M | -9.4% | -11.3% | +1.8% | -6.0% |
| YTD | +13.4% | +1.8% | +11.6% | +15.5% |
| 1Y | +59.7% | +25.3% | +34.3% | +56.0% |
| All | +59.7% | +23.4% | +36.2% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling